Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,180,434
+$295,643 QoQ
Shares Held
6,386
+1.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 701 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $247,639,496 across 31 Capital Markets names. EVR ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
166,524 | $168,417,375 | |
| 2 | MS |
Morgan Stanley
|
338,362 | $70,731,189 | |
| 3 | SCHW |
Schwab Charles Corp
|
45,955 | $4,240,267 | |
| 4 | EVR |
Evercore Inc.
This page
|
6,386 | $2,180,434 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,586 | $660,444 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,267 | $356,888 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,357 | $205,153 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
1,262 | $169,272 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,180,434 | 6,386 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,884,791 | 6,314 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $58,182 | 171 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $57,007 | 169 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $110,168 | 408 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $40,343 | 202 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,529 | 139 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $34,454 | 136 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $28,138 | 135 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $51,614 | 268 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $38,486 | 225 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $29,644 | 215 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $33,122 | 268 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,191 | 201 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $20,397 | 187 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,272 | 210 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $19,658 | 210 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $7,235 | 65 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $16,302 | 120 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $6,282 | 47 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $2,252 | 16 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $2,107 | 16 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $2,083 | 19 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $1,636 | 25 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $58 | 1 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $46 | 1 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||